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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-20 |
Branch Locations
1472 Newnan Crossing Blvd, Newnan, GA 30265 • United States
2478 Jonesboro Rd, Hampton, GA 30228 • United States
3895 Cherokee Street Nw, Kennesaw, GA 30144 • United States
590 Cascade Avenue Sw, Atlanta, GA 30310 • United States
6050 Singleton Square, Norcross, GA 30093 • United States
3931 Buford Hwy Ne, Atlanta, GA 30345 • United States
3344 Peachtree Road Ne Suite 1000, Atlanta, GA 30326 • United States
2100 Roswell Road, Marietta, GA 30062 • United States
2555 Piedmont Road Ne, Atlanta, GA 30324 • United States
4150 Macland Rd, Powder Springs, GA 30127 • United States
1920 Powers Ferry Road, Marietta, GA 30067 • United States
506 Ga-247, Bonaire, GA 31005 • United States
993 North Peachtree Parkway, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Piedmont Group, Llc | Atlanta | GA | 05/2010 | 08/2017 |
| Massmutual/Mml Investors Services, Llc | Atlanta | GA | 05/2010 | 08/2017 |
| Suntrust Investment Services | Atlanta | GA | 08/2017 | 12/2023 |
| Suntrust Ad Visory Services, Inc. | Atlanta | GA | 08/2017 | 12/2023 |
| Regions Bank | Douglasville | GA | 12/2023 | 03/2025 |
| Cetera Investment Advisers Llc | Douglasville | GA | 12/2023 | 03/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2023 | 03/2025 |
| Delta Community Credit Union | Peachtree City | GA | 03/2025 | 10/2025 |
| Lpl Financial Llc | Peachtree City | GA | 03/2025 | 10/2025 |
| Fifth Third Securities | Atlanta | GA | 10/2025 | Present |
| Fifth Third Bank | Atlanta | GA | 10/2025 | Present |
PTC Pet Nanny - 100 Sedgewicke Drive Peachtree City, GA 30269 - pet sitting service - co-owner/sitter - 4 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-07 |
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